Events

Watch a replay of our live webinar on eMoney’s Fiduciary Framework, our comprehensive DoL compliance strategy. A mix between existing functionality, product enhancements, and new tools, Fiduciary Framework is eMoney’s initiative to bridge the long-standing gap between financial planning tools and compliance software, creating the industry’s first and only fiduciary focused planning platform in the process.

The third and final day of #eMoneySummit16 got off to a quick start as summit-goers were treated to all the training and best practices they could ask for. Throughout the morning, they had the opportunity to attend any of the many eMoney breakouts to learn best practices from our live trainers, chat with our developers and project managers, or get plenty of tips from other eMoney users.

The booths were built, the t-shirts tossed around, and the registrations run through, as attendees, sponsors, and employees alike streamed in, eager to spend the next three days together for what promised to be the best Summit – and not to mention location – to date.

How many ethnographers do you know? If you feel the urge to Google the definition of ethnographer, don’t feel bad – I did the same. Ethnographers study people and cultures. They investigate patterns in human nature and identify societal phenomena. They learn what’s most important to a group people, what they value, and what they…

Join us for a live webinar on Thursday, October 13, at 4:00 pm ET where we discuss eMoney’s Fiduciary Framework, our new comprehensive DOL Compliance solution that helps advisors and firms stay compliant throughout the entire advisor-client lifecycle.

Check out a replay of our live webinar, Answer Your Clients Tough Questions with Monte Carlo. Hosted by our Senior Financial Planning Analyst, we provide a conceptual understanding of the Monte Carlo methodology and show the value of using this method with clients.

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The eMoney Advisor blog is your source for the latest news relevant to the Financial Advisor community. We cover financial trends, advances in technology, and the newest updates to the eMoney platform while providing best practices that will help you grow your business and better serve your clients.